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Coyle Financial Counsel LLC
Coyle Financial Counsel LLC offers financial planning services, portfolio management for individuals and/or small businesses. It is a federally registered investment advisor.
Investment Strategy
The firm focuses on financial planning, portfolio management, and wealth management with a personalized approach.
Latest 13F Filing Activity
Coyle Financial Counsel LLC filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions with a total 13F market value of $373M. The fund increased holdings in Ishares TR, Vanguard Tax-managed FDS, Invesco QQQ TR among other positions. Coyle Financial Counsel LLC reduced exposure to Berry Global Group Inc., Apple Inc., Progressive Corp. among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.63% | $62.1M | 100,041 | $385.65 | $620.90 | +$9.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 14.30% | $53.4M | 937,083 | $44.09 | $57.01 | +$7.2M |
F FBND | FIDELITY MERRIMACK STR TR | 7.40% | $27.6M | 603,996 | $44.05 | $45.75 | +$1.8M |
Q QQQ | INVESCO QQQ TR | 6.12% | $22.9M | 41,423 | $434.03 | $551.64 | +$4.7M |
F FRDM | EA SERIES TRUST | 5.66% | $21.1M | 523,087 | $33.90 | $40.40 | +$3.8M |
Industry Allocation
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